Style
CoreTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc(AAPL) | 27,098,707 | $7.8B | 41.05% |
| 2 | Berkshire Hathaway Inc del(BRK/B) | 9,229,696 | $4.6B | 24.18% |
| 3 | PDD Holdings Inc(PDD) | 25,022,094 | $1.9B | 9.99% |
| 4 | Tesla Inc(TSLA) | 3,380,400 | $1.4B | 7.44% |
| 5 | Nvidia Corporation(NVDA) | 6,280,675 | $1.3B | 6.58% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Alphabet Inc(GOOG) |
| 1,968,600 |
| $695.6M |
| 3.64% |
| 7 | Occidental Pete Corp(OXY) | 10,261,500 | $498.4M | 2.61% |
| 8 | Microsoft Corp(MSFT) | 754,100 | $281.3M | 1.47% |
| 9 | Credo Technology Group Holdi(CRDO) | 701,200 | $190.7M | 1.00% |
| 10 | Unitedhealth Group Inc(UNH) | 399,600 | $166.1M | 0.87% |
| Sector |
|---|
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Financial Services | 22.01% | 24.25% | +2.24% |
| Communication Services | 6.04% | 4.5% | -1.54% |
| Technology | 51.37% | 50.18% | -1.19% |
| Consumer Cyclical | 16.42% | 17.59% | +1.17% |
| Energy | 3.33% | 2.61% | -0.72% |
| Healthcare | 0.82% | 0.88% | +0.06% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 85.35% | 85.43% | +0.08% |
| Large Cap | 14.64% | 14.56% | -0.08% |
| Mid Cap | 0% | 0.01% | +0.01% |
| Small Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes